LMP Capital & Income Fund Inc.
SCD- Exchange
- NYSE
- SEC CIK
- 0001270131
No open-market purchases or sales by LMP Capital & Income Fund Inc. insiders were filed in the last 90 days; 58 institutions reported holding it in 13F filings for Q2 2026, worth $121.3M in total; no superinvestor holds it.
13F holders, Q4 2023
Institutional positions in LMP Capital & Income Fund Inc. as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 46
- +7 vs. Q3 2023
- Shares held
- 4.24M
- +13.0K (+0.3%) vs. Q3 2023
- Total value
- $59.4M
- +$6.58M (+12.5%) vs. Q3 2023
- New holders
- 11
- 15 more added
- Sold out
- 4
- 13 more reduced
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SCD on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 58 | $121.3M |
| Q1 2026 | 54 | $117.9M |
| Q4 2025 | 61 | $119.9M |
| Q3 2025 | 56 | $127.5M |
| Q2 2025 | 53 | $73.9M |
| Q1 2025 | 45 | $66.2M |
| Q4 2024 | 41 | $68.4M |
| Q3 2024 | 40 | $68.3M |
| Q2 2024 | 42 | $63.6M |
| Q1 2024 | 43 | $65.8M |
| Q4 2023 | 46 | $59.4M |
| Q3 2023 | 39 | $52.9M |
| Q2 2023 | 42 | $55.4M |
| Q1 2023 | 45 | $55.5M |
| Q4 2022 | 42 | $54.2M |
| Q3 2022 | 36 | $61.1M |
| Q2 2022 | 38 | $54.2M |
| Q1 2022 | 39 | $59.1M |
| Q4 2021 | 46 | $69.9M |
| Q3 2021 | 37 | $61.2M |
| Q2 2021 | 43 | $62.8M |
| Q1 2021 | 37 | $58.1M |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding LMP Capital & Income Fund Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | – | $3.50K | 0.00% | – | – |
| CWM, LLC | 267 | $4.00K | 0.00% | +7+2.7% | Added |
| Tyler-Stone Wealth Management | 350 | $4.90K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 503 | $7.05K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 504 | $7.07K | 0.00% | +504 | New |
| Voisard Asset Management Group, Inc. | 593 | $8.31K | 0.00% | +593 | New |
| Spire Wealth Management | 3,205 | $43.8K | 0.00% | +5+0.2% | Added |
| The PNC Financial Services Group, Inc. | 3,195 | $44.8K | 0.00% | −3,190−50.0% | Reduced |
| Blue Bell Private Wealth Management, LLC | 10,320 | $144.6K | 0.03% | +826+8.7% | Added |
| JPMorgan Chase & Co | 10,977 | $153.8K | 0.00% | +10,977 | New |
| MGB Wealth Management, LLC | 11,999 | $168.1K | 0.08% | +11,999 | New |
| International Assets Investment Management, LLC | 13,226 | $185.3K | 0.02% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 14,017 | $196.4K | 0.01% | +14,017 | New |
| Landscape Capital Management, L.L.C. | 15,155 | $212.3K | 0.02% | +15,155 | New |
| Cambridge Investment Research Advisors, Inc. | 18,008 | $252.0K | 0.00% | 00.0% | Unchanged |
| 1607 Capital Partners, LLC | 20,986 | $294.0K | 0.02% | −116,319−84.7% | Reduced |
| Envestnet Asset Management Inc | 22,191 | $310.9K | 0.00% | −1,128−4.8% | Reduced |
| UBS Group AG | 23,475 | $328.9K | 0.00% | +1,210+5.4% | Added |
| XML Financial, LLC | 25,468 | $356.8K | 0.04% | 00.0% | Unchanged |
| PFG Advisors | 26,366 | $369.4K | 0.03% | −693−2.6% | Reduced |
| Stonebrook Private Inc. | 26,665 | $373.6K | 0.12% | +26,665 | New |
| LPL Financial LLC | 27,214 | $381.3K | 0.00% | +140+0.5% | Added |
| Comerica Bank | 27,799 | $389.5K | 0.00% | +500+1.8% | Added |
| NWF Advisory Services Inc. | 28,288 | $396.3K | 0.08% | 00.0% | Unchanged |
| CNH Partners LLC | 29,818 | $417.8K | 0.02% | −16,522−35.7% | Reduced |
| Ameriprise Financial Inc | 29,932 | $419.4K | 0.00% | −154−0.5% | Reduced |
| GWM Advisors LLC | 34,016 | $462.8K | 0.00% | +6,966+25.8% | Added |
| Bank of America Corp | 33,162 | $464.6K | 0.00% | +6,571+24.7% | Added |
| Invesco Ltd. | 37,568 | $526.3K | 0.00% | −88−0.2% | Reduced |
| AlphaStar Capital Management, LLC | 40,106 | $561.9K | 0.05% | +12,049+42.9% | Added |
| Chapin Davis, Inc. | 48,062 | $673.4K | 0.28% | +3,320+7.4% | Added |
| Clough Capital Partners L P | 53,600 | $750.9K | 0.08% | +53,600 | New |
| Quarry LP | 53,600 | $750.9K | 0.38% | +53,600 | New |
| Advisor Group Holdings, Inc. | 56,370 | $789.7K | 0.00% | −62,460−52.6% | Reduced |
| Aptus Capital Advisors, LLC | 74,400 | $1.04M | 0.03% | −1,500−2.0% | Reduced |
| Second Line Capital, LLC | 74,400 | $1.04M | 0.42% | +74,400 | New |
| Royal Bank of Canada | 79,414 | $1.11M | 0.00% | −903−1.1% | Reduced |
| Cohen & Steers, Inc. | 80,000 | $1.12M | 0.00% | +80,000 | New |
| Karpus Management, Inc. | 83,344 | $1.17M | 0.04% | −152,622−64.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 115,174 | $1.61M | 0.02% | +2,793+2.5% | Added |
| Wells Fargo & Company | 161,122 | $2.26M | 0.00% | −5,714−3.4% | Reduced |
| Cornerstone Advisors, LLC | 173,471 | $2.43M | 0.11% | −62,667−26.5% | Reduced |
| Morgan Stanley | 447,302 | $6.27M | 0.00% | +30,118+7.2% | Added |
| Advisors Asset Management, Inc. | 572,103 | $8.02M | 0.16% | +11,392+2.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 742,852 | $10.4M | 0.02% | +4,894+0.7% | Added |
| Raymond James & Associates | 892,758 | $12.5M | 0.01% | +37,211+4.3% | Added |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −17,781−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −1,650−100.0% | Sold out |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −1,065−100.0% | Sold out |